Materials: Draft confidential information memoranda (CIMs), pitch books, teasers, and management presentations. Prepare... materials such as pitch books, CIMs, and presentations. Manage the due diligence process, ensuring all requests and data room...
. In essence: the Controller ensures the books are accurate, the controls are strong, the team is effective, and executives...
in/cash out is processed accurately, on time, and fully documented, so leadership has clear visibility and the books close...
, and aligned with deadlines. Marketing & Client Materials: Draft confidential information memoranda (CIMs), pitch books... and assumptions. Draft marketing materials such as pitch books, CIMs, and presentations. Manage the due diligence process, ensuring...
. In essence: the Controller ensures the books are accurate, the controls are strong, the team is effective, and executives...
visibility and the books close cleanly. Key Metrics for Success (KPIs): Invoices processed with 1% error rate. * AP paid...